Financial Leadership Specialist
3 days ago
Are you a seasoned and motivated leader with a background in wealth planning and financial services?
Achieve Recruitment Ltd is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.
Job Overview:
- This role involves leading and overseeing a team of financial advisors, ensuring they meet performance targets and comply with best practices.
- The ideal candidate will provide mentorship and guidance to team members, from junior/trainee advisors to seasoned IFAs, to support their professional growth.
- The highest standards of client service and support throughout the team will be upheld.
- Cultivating and managing strategic partnerships with external entities to enhance business prospects is also an essential part of this role.
- Identifying and implementing process enhancements to boost team efficiency and efficacy is crucial for success.
- The Annual Reviews process and competitive activities within the team will be managed.
- Broad leadership assistance across the organization as directed by senior management may be required.
- Sharing knowledge and insights with colleagues to contribute to overall team accomplishments is expected.
- Supporting and guiding a team of Administrators and Report Writers is also an important responsibility.
Requirements:
- An IFS Level 4 Diploma qualification for Financial Advisors (or equivalent) is necessary.
- Proven ability to inspire and coach teams to deliver exceptional service alongside consistent commercial performance is essential.
- Proficiency in performance management and delivering tailored financial advice is required.
- Strong verbal and written communication skills with meticulous attention to detail are necessary.
- The ability to adapt to new environments and work effectively under pressure is crucial.
- A thorough understanding of wealth planning processes, products, and protocols is required.
- Experience in establishing and nurturing third-party relationships to drive business growth is necessary.
Salary: An estimated salary range of £60,000 - £80,000 per annum, depending on experience.
Benefits/Perks:
- A comprehensive benefits package encompassing health insurance and pension schemes.
- Opportunities for professional growth and advancement.
- A collaborative and inclusive work atmosphere.
How to Apply: If you are a dynamic leader passionate about wealth planning and team development, we look forward to receiving your application.
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